How do you make a good investment committee meeting even better? Vanguard’s Paul Bosse shares insights on three key areas where procedural adjustments can help ensure productive meetings that accomplish their objectives and make the best use of everyone’s time.
How do you know if your investment committee has the “right” stuff? Vanguard’s Paul Bosse shares committee best practices, from size, skill, and perspectives to choosing the committee leader based on an individual’s skill and not their title.
Sometimes the ‘basics’ get so shopworn they lose their punch—like the solemn performance of fiduciary duty and its importance to every retirement plan sponsor and nonprofit institution and their investment committees. Here’s a brief refresher.
The U.S. Department of Labor’s new fiduciary rule promises a more transparent financial planning environment. Advisors to retirement plans, plan fiduciaries, or individual retirement investors, however, may need to learn some new moves.